Bloomberg Surveillance

Powell's Rate Signal and the Disney-Comcast Battle

Apr 17, 2024

Guests Ed Hyman, Sebastien Page, and Michael Nathanson discuss risks of Fed rates, inflation hedges, and Disney-Comcast battle. Topics include economic uncertainty, Apple's market challenges, investment strategies in volatile markets, immersive theme parks, and Disney analysis.

34:46

Creator website

Episode guests

Michael Nathanson

Sebastien Page

Ed Hyman

AI Summary

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Fed may face risks if rates stay high for longer, strange time to cut inflation hedges.

Media landscape evolving with AI content, YouTube dominance, NBA rights renegotiations, and increased prize money in women's sports.

Deep dives

Chinese Government's Approach to Debt

Residents in China facing steep debt are being restricted from making purchases, government jobs, air travel, high-speed trains, and expensive insurance as a consequence.

Introduction

2min

Navigating Economic Uncertainty Through Market Indicators

7min

Outlook on Equity Spirit and Apple's Challenges in the Market

3min

Navigating Investment Strategies in Volatile Markets

14min

Evolution of Immersive Theme Parks and AI in User Experiences

4min

Analysis on Disney, Schwab Market Update, and Intel Sponsorship Message

2min

Building Skyscrapers, Debt Consequences, and Sheep Farmers

6min

Personal Grooming Preferences and Bloomberg Surveillance Podcast Promotion

2min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024
Featuring:

Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates
Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut
Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance

Powell's Rate Signal and the Disney-Comcast Battle

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Chinese Government's Approach to Debt

Increased Prize Money in Women's Golf

Use of Axe Body Spray in Sheep Farming

Future Broadcasting and Content Trends

Remember Everything You Learn from Podcasts